Post #4093 by richinmd on the Mechanical Investing board

Investment Strategies / Mechanical Investing ❤

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I had my largest account at TD Ameritrade which was acquired by Schwab. Soon after I added up what it was costing me in lost interest and the trouble it was taking moving cash I decided to move to Fidelity. Schwab offered me $$ to remain but not as much as I would have lost by staying.

I've yet to do that although I'm careful with not keeping a lot of cash lying around but it wouldn't surprise me if it added up to a larger sum than I think it does.

I closed my one bank account a few years ago but recently opened another credit union that is local to me so the bill paying isn't a necessity any longer since I could always move money into my bank monthly.

Over the years I just find that Schwab and Fidelity work best for me. Vanguard I've had issues with and have no interest in ever going back to them. Fidelity concerns me a bit with some issues people have had with them.

Unfortunately there is rarely a perfect one solution to everything.

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